Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.623 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49565.61 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43563.84 Kr¶
PnL: ---------------------------------------> -1311.74 Kr¶
DD now: ---------------------------------> -6.692 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 17:11:47.839057'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 7.550000 | 1536.900000 | 113.900000 | 8.000000 | 1423.000014 |
| Nederman Holding | 1 | -0.470000 | 210.000000 | 11.000000 | 5.530000 | 199.000000 |
| Hennes & Mauritz B | 6 | -1.260000 | 913.440000 | 1.440000 | 0.160000 | 912.000000 |
| BioGaia B | 8 | 2.730000 | 904.000000 | 0.000000 | 0.000000 | 904.000000 |
| Atrium Ljungberg B | 5 | 0.950000 | 902.500000 | -1.500000 | -0.170000 | 904.000000 |
| Eastnine | 6 | -0.180000 | 655.200000 | -1.800000 | -0.270000 | 657.000000 |
| Profoto Holding | 7 | -1.440000 | 576.800000 | -5.200000 | -0.890000 | 581.999999 |
| ASSA ABLOY B | 4 | -0.160000 | 987.200000 | -5.800000 | -0.580000 | 993.000000 |
| INVISIO | 15 | 0.210000 | 3562.500000 | -9.500000 | -0.270000 | 3571.999995 |
| AcadeMedia | 20 | -0.620000 | 964.000000 | -14.000000 | -1.430000 | 978.000000 |
| JM | 7 | -0.520000 | 935.200000 | -14.800000 | -1.560000 | 950.000002 |
| Biotage | 1 | -6.200000 | 133.200000 | -15.800000 | -10.600000 | 149.000000 |
| Bufab | 3 | -0.110000 | 1058.400000 | -17.600000 | -1.640000 | 1076.000001 |
| Vitrolife | 3 | 0.270000 | 658.800000 | -18.200000 | -2.690000 | 677.000001 |
| Gränges | 10 | 0.000000 | 1018.000000 | -21.000000 | -2.020000 | 1039.000000 |
| Alimak Group | 12 | 1.360000 | 985.200000 | -21.800000 | -2.160000 | 1007.000004 |
| Creaspac SPAC | 40 | 0.000000 | 3812.000000 | -22.000000 | -0.570000 | 3834.000000 |
| OX2 | 12 | -2.180000 | 886.800000 | -22.200000 | -2.440000 | 909.000000 |
| Hexatronic Group | 15 | 0.290000 | 1047.600000 | -23.400000 | -2.180000 | 1071.000000 |
| Latour B | 4 | -2.120000 | 830.000000 | -26.000000 | -3.040000 | 856.000000 |
| Hoist Finance | 36 | 1.300000 | 984.600000 | -26.400000 | -2.610000 | 1010.999988 |
| Sandvik | 4 | 0.290000 | 820.800000 | -27.200000 | -3.210000 | 848.000000 |
| Vitec Software Group B | 2 | -2.620000 | 1076.000000 | -28.000000 | -2.540000 | 1104.000000 |
| Addnode Group B | 7 | -1.260000 | 876.400000 | -28.600000 | -3.160000 | 904.999998 |
| Investor B | 3 | -1.360000 | 628.950000 | -29.050000 | -4.410000 | 657.999999 |
| Byggmax Group | 33 | -0.070000 | 935.220000 | -31.780000 | -3.290000 | 966.999990 |
| Sagax B | 4 | -2.300000 | 848.000000 | -37.000000 | -4.180000 | 885.000000 |
| SKF B | 5 | -0.690000 | 942.000000 | -38.000000 | -3.880000 | 980.000000 |
| Sagax A | 4 | -2.750000 | 848.000000 | -38.000000 | -4.290000 | 886.000000 |
| Catena | 2 | 0.630000 | 761.200000 | -44.800000 | -5.560000 | 806.000000 |
| EQT | 4 | -2.640000 | 826.800000 | -46.200000 | -5.290000 | 873.000000 |
| Platzer Fastigheter Holding B | 12 | -0.790000 | 901.200000 | -49.800000 | -5.240000 | 951.000000 |
| Orrön Energy | 170 | -3.600000 | 1980.500000 | -65.500000 | -3.200000 | 2045.999980 |
| HEXPOL B | 8 | -5.690000 | 888.000000 | -69.000000 | -7.210000 | 957.000000 |
| Hexagon B | 26 | -1.580000 | 3330.600000 | -89.400000 | -2.610000 | 3420.000012 |
| VEF | 788 | -2.000000 | 1776.150000 | -126.850000 | -6.670000 | 1903.000300 |
| Sedana Medical | 93 | 0.650000 | 2581.680000 | -401.900000 | -13.470000 | 2983.577733 |
| TOTAL | 43583.840000 | -1291.740000 | -6.64894% | 44875.578016 |
Updated:¶
'2023-06-21 17:09:56.281641'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
